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64 articles
China opens its first photonic computing lab in Shanghai, aiming to develop light-based chips as a strategic alternative to traditional semiconductors amid U.S. export restrictions.
Taiwan Semiconductor Manufacturing Company (TSMC) has acknowledged that inflation is increasing manufacturing costs and has not ruled out raising chip prices. CFO Wendell Huang emphasized the company's commitment to reflecting its value while avoiding sudden, drastic increases.
Google has ordered over three million AI chips from Intel for 2028, while Nvidia is testing Intel's manufacturing technology for its upcoming Feynman architecture, as TSMC struggles to meet AI chip demand.
South Korea’s AI chip boom is so strong it’s crushing the bond market, with government bonds losing 7.5% in 2026 and yields climbing sharply.
The UK government plans to buy AI chips from domestic firms to prevent British tech companies from relocating to the US. The move is part of a broader strategy to strengthen the UK’s semiconductor industry and reduce foreign dependency.
This explainer explores the role of custom AI chips in accelerating machine learning workloads and how the competition for chip engineering talent reflects the strategic importance of hardware in the AI industry.
This article explains how AI chips are in high demand, and how big companies like Google are renting them from SpaceX. It shows how crucial computing power is for AI and how scarce these resources have become.
Taiwan Semiconductor Manufacturing Company (TSMC) is struggling to meet the surging global demand for AI chips, even with its recent U.S. factory investments. The company's CEO acknowledged the strain, highlighting the growing bottleneck in the global chip supply chain as artificial intelligence drives massive increases in semiconductor demand.
Marvell Technology shares surged 25% after Nvidia CEO Jensen Huang called it the next trillion-dollar company. The prediction sparked investor optimism amid growing demand for AI chips and data center solutions.
This article explains how US export controls are pushing China's AI chip industry to develop custom application-specific integrated circuits (ASICs) instead of relying on general-purpose GPUs, and why this shift is significant for global AI development.
AI chip startup Groq is raising $650 million in internal funding as it pivots from general hardware to focus on AI inference, the process of refining how AI models respond to prompts.
Snowflake has signed a $6 billion, five-year deal with AWS for AI chips, signaling a major shift in the competitive AI hardware landscape and putting Nvidia on notice.
